Get a free financial review from an expert

Connect with our financial advisor for expat wealth management and financial advice, and join 1000s of other expats in reviewing your finances and understanding what's important to plan for your future.

What are the potential benefits?

The consultation is available to you free of charge in collaboration with

  • Learn how best to protect your wealth and maximise interest in your country of residence
  • Understand your tax liabilities where your domicile (home-country) and your new country (tax residence)
  • Get access to tax efficient savings, investments and pensions available to you, onshore and offshore
  • Discuss how you can improve your family's financial position across a range of topics
  • Request information of how best to invest savings as an expat.
  • Receive expert advice from someone who understands your local tax regime and saving options
  • No obligation report provide summarising your options in black and white

Who is the service for?

The service is designed for those who have any of the following

  • Expats living in or moving to a new country
  • Annual income from country of domicile and/or country of residence
  • Savings in excess of 25,000 GBP / EUR / USD
  • Existing investments held within the EU or Internationally
  • Ability to save 500 GBP / EUR / USD per month

Book your free appointment with us

You can book a free meeting by choosing a convenient day/time for your appointment on the calendar provided below. Our recommended service provider is Holborn Assets, who are an award-winning, cross-border financial planner that specialises in financial planning for our expatriate members worldwide. You are entitled to up to 2 hours of free consultation, courtesy of Please complete the form provided so that Holborn Assets' financial planner can contact you.

Please enter your contact details

By submitting the form, you are agreeing to share your personal data with our partner Holborn Assets. You have the right to access and modify your personal data, and object to their processing. To find out more about the aim, scope and processing of your personal data by, please consult our General Conditions of Use and our Privacy Policy.
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